Principal Financial Group Inc. Sells 17,349 Shares of Super Micro Computer, Inc. $SMCI

Principal Financial Group Inc. reduced its stake in Super Micro Computer, Inc. (NASDAQ:SMCI) by 2.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 580,534 shares of the company’s stock after selling 17,349 shares during the quarter. Principal Financial Group Inc.’s holdings in Super Micro Computer were worth $27,831,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the stock. Hazlett Burt & Watson Inc. increased its stake in Super Micro Computer by 68.6% in the third quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock valued at $31,000 after purchasing an additional 269 shares in the last quarter. Frank Rimerman Advisors LLC grew its stake in shares of Super Micro Computer by 6.4% in the 3rd quarter. Frank Rimerman Advisors LLC now owns 16,049 shares of the company’s stock valued at $769,000 after buying an additional 961 shares during the period. Keybank National Association OH grew its stake in Super Micro Computer by 21.5% in the third quarter. Keybank National Association OH now owns 6,662 shares of the company’s stock valued at $319,000 after acquiring an additional 1,179 shares during the period. National Pension Service increased its holdings in shares of Super Micro Computer by 4.1% during the third quarter. National Pension Service now owns 1,068,764 shares of the company’s stock valued at $51,237,000 after acquiring an additional 41,606 shares in the last quarter. Finally, AlphaQuest LLC grew its position in Super Micro Computer by 97.9% in the 3rd quarter. AlphaQuest LLC now owns 14,142 shares of the company’s stock valued at $678,000 after purchasing an additional 6,995 shares during the period. Institutional investors and hedge funds own 84.06% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on SMCI. Zacks Research raised shares of Super Micro Computer from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Argus set a $64.00 target price on Super Micro Computer in a report on Thursday, November 6th. Northland Securities set a $63.00 target price on shares of Super Micro Computer in a report on Wednesday, November 5th. JPMorgan Chase & Co. reduced their price target on shares of Super Micro Computer from $43.00 to $40.00 and set a “neutral” rating for the company in a research report on Wednesday, November 5th. Finally, KGI Securities upgraded shares of Super Micro Computer from a “neutral” rating to an “outperform” rating and set a $60.00 price target for the company in a research note on Wednesday, November 5th. Eight research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $44.13.

Key Headlines Impacting Super Micro Computer

Here are the key news stories impacting Super Micro Computer this week:

• Positive Sentiment: Blowout Q2 results and raised guidance — Revenue surged ~123% YoY to ~$12.7B and adjusted EPS beat expectations; management gave stronger-than-expected next-quarter and full-year revenue/earnings guidance, which is driving the rally. Super Micro Computer Tumbles on AI Boom Backlash
• Positive Sentiment: AI server demand and strategic product mix — Investors are buying the narrative that hyperscaler AI demand (NVIDIA/AMD chips) and traction in higher‑margin Data Center Building Block Solutions (DCBBS) can lift long‑term profitability if DCBBS grows as guided. MarketBeat SMCI Coverage
• Neutral Sentiment: Value/analyst debate — Bullish commentary and value score pieces highlight low P/E vs. growth, but views vary; some see it as a long‑term value/AI play while others urge caution. Why SMCI is a Top Value Stock
• Neutral Sentiment: Heavy intraday volume and momentum — The earnings beat triggered large, volatile flows (gaps and spikes), so short-term price moves may be driven as much by momentum trading as by fundamentals. Shares Gap Up After Earnings
• Negative Sentiment: Severe margin compression — Adjusted gross margin fell to ~6.4%, a multiyear low, driven by product mix, expedite costs and pricing pressure; margins are the key risk to sustainable profitability. Seeking Alpha Margin Analysis
• Negative Sentiment: Mixed analyst actions and some bearish takes — Several firms cut price targets (Goldman maintained a sell at $27; others trimmed targets), and some analysts/strategists warn the post‑earnings rally could be a trap. Goldman Sachs Price Target

Super Micro Computer Price Performance

Super Micro Computer stock opened at $34.38 on Friday. The business has a 50-day simple moving average of $31.35 and a 200 day simple moving average of $41.14. The stock has a market cap of $20.52 billion, a price-to-earnings ratio of 25.66, a PEG ratio of 0.63 and a beta of 1.53. Super Micro Computer, Inc. has a 52 week low of $27.60 and a 52 week high of $66.44. The company has a quick ratio of 2.95, a current ratio of 1.70 and a debt-to-equity ratio of 0.67.

Super Micro Computer (NASDAQ:SMCI) last announced its earnings results on Tuesday, February 3rd. The company reported $0.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.49 by $0.20. The company had revenue of $12.68 billion during the quarter, compared to analyst estimates of $10.34 billion. Super Micro Computer had a net margin of 3.11% and a return on equity of 13.22%. The firm’s quarterly revenue was up 123.4% compared to the same quarter last year. During the same period in the previous year, the business earned $0.59 earnings per share. Super Micro Computer has set its Q3 2026 guidance at 0.600- EPS. On average, research analysts forecast that Super Micro Computer, Inc. will post 1.86 earnings per share for the current fiscal year.

Super Micro Computer Company Profile

Super Micro Computer, Inc (Supermicro) is a technology company that designs, develops and manufactures high-performance server, storage and networking solutions for enterprise, cloud, data center, high performance computing (HPC) and edge computing customers. The company’s product portfolio includes rackmount and blade servers, storage subsystems, motherboards, chassis, power supplies and networking components, with an emphasis on high-density, energy-efficient configurations and platforms optimized for GPU-accelerated workloads and artificial intelligence applications.

Headquartered in San Jose, California, Supermicro combines in-house engineering with a global manufacturing and distribution footprint to deliver configurable, application-specific systems.